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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,729 | $97,732-2.0% | $83,831+14.2% | $135,380-29.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.14% | 1287.56%-1291.7pp | 850.99%-855.1pp | 519.81%-523.9pp |
| Employer contribution / active EE | $1,638 | $4,222-61.2% | $3,631-54.9% | $4,779-65.7% |
| Participant deferral / active EE | $4,884 | $4,683+4.3% | $4,082+19.6% | $5,609-12.9% |
| Admin fee / account holder | $1,579 | $6,675-76.3% | $5,479-71.2% | $10,828-85.4% |